Lifeworks Advisors’s First Republic Bank FRC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-8,218
Closed -$1.19M 160
2022
Q2
$1.19M Buy
8,218
+1,918
+30% +$277K 0.75% 39
2022
Q1
$1.02M Buy
+6,300
New +$1.02M 0.67% 51